Onboarding
Get your account set up and your first assessment, report and dashboard running.
Free · Until you are set up
What we cover
Onboarding is where your account stops being empty. We set it up with you, walk your team through the vCIO and QBR process we run in our own MSP, and stay with you until you have a template you can take into a real client meeting.
Free
for every partner
1:1
with a practice lead
Day 1
your first report
With you until it runs.
What we work through
Four stages, on your own account, until it is running.
1
Start with the why
Where Strategy Overview came from, and the process behind it.
- Where the app came from
- Our vCIO and QBR philosophy
- The process we run in our own MSP
- Pick the people who own the rollout
2
Set up your account
Settings, branding and data, in the order our setup guide runs.
- Company details, Groups and Markets
- Branding, custom domain and email
- Connect your PSA and documentation
- Invite your team with the right roles
3
Build your first report
On the Strategy Overview template, with a golden client as the reference.
- Understand templates
- Build your golden client
- Grade the Fundamentals assessment
- Lay out the IT Plan, roadmap and budget
4
Run it with clients
Put the process on the calendar and read the results.
- Set your TSM schedule
- Use dashboards
- Pick a friendly first client
- Take your first report into a real meeting
Your first report,
in your first week.
You finish with a working account, a template you built yourself, and a report you can put in front of a client the same week.
Book your session
Pick a time. You get a confirmation and a calendar invite straight away.
Become a Strategic MSP
Start a mature vCIO process in 5 minutes with our free golden template.